Bharat Forge may be next year’s story; this year, look at India-facing CV makers: Anand Tandon

“IT is now a market performer if not marginal outperformer for many of the frontline companies. Overall, the earnings season has been particularly good in terms of surprises on the upside. In fact, downgrades were reasonably large and merit attention. One has to keep focus on the sectors where growth is expected and that will keep banks among the large ones.”